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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,850 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,458 | $70,917+148.8% | $98,920+78.4% | $73,497+140.1% |
| Participation rate | 96.2% | 73.8%+22.3pp | 76.0%+20.1pp | 70.7%+25.5pp |
| Annual return | 13.55% | 34.18%-20.6pp | 196.47%-182.9pp | 28.51%-15.0pp |
| Employer contribution / active EE | $1,544 | $2,037-24.2% | $2,689-42.6% | $2,270-32.0% |
| Participant deferral / active EE | $5,131 | $3,501+46.6% | $4,245+20.9% | $3,740+37.2% |
| Admin fee / account holder | $59 | $535-88.9% | $6,643-99.1% | $513-88.4% |